Pension Forensics

Independent reviews are becoming essential, as well as affordable, for today’s plan sponsor

Are your strategies helping you reach your goals? An unbiased actuarial review can give you peace of mind you’re on the right track or help you course correct before it is too late.

Wouldn’t you like a second opinion on how your plan is being managed?

Obtaining an actuarial review by an independent actuary is critical for plan sponsors to understand and manage their pension risks. During our actuarial review, our experts will either confirm your strategies are on track or suggest how you should adjust your strategy to achieve your desired outcomes. Using our proprietary pension forensicsSM tools, we don’t need your data, making our second opinion quick and inexpensive. Some of the plain characteristics we analyze include:

Plan Funded Status

How well funded is your plan? How does that compare to other companies?

Plan Expenses

Are you paying more in plan expenses than you need to be paying? We can help you identify these and reduce them.

PBGC Premiums

How are you managing rising premiums? Are these strategies you can employ to reduce these

Contribution Policy

Are you making contributions at the best time to optimize your plan or could you be operating more efficiently?

Actuarial Assumptions

Are the underlying actuarial assumptions of your plan appropriate? We can help ensure your plan is operating efficiently.

Plan Termination Costs

If you are looking to terminate your plan are you making the best decisions today to enable termination in the future?

Contact Brain Donohue

Brian is here to help if you have any questions on how our Independent Actuarial Review solutions can support your needs.

Contact Brian